Concord Wealth Partners
BE icon

Concord Wealth Partners’s Bloom Energy BE Stock Holding History

Concord Wealth Partners’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.77K Sell
10
-68
-87% -$16.1K ﹤0.01% 685
2026
Q2 		$23.5K Buy
+78
New +$20K ﹤0.01% 460
2022
Q2 		– Sell
-311
Closed -$8K – 1242
2022
Q1 		$8K Sell
311
-302
-49% -$5.9K ﹤0.01% 814
2021
Q4 		$13K Buy
613
+551
+889% +$13.9K ﹤0.01% 726
2021
Q3 		$1K Sell
62
-52
-46% -$1.1K ﹤0.01% 806
2021
Q2 		$3K Buy
+114
New +$2.76K ﹤0.01% 804

Other funds holding BE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Concord Wealth Partners's BE Position: Q3 2026 in Review

Concord Wealth Partners reduced its Bloom Energy (BE) stake by 87% in Q3 2026, selling an estimated $16.1K and leaving 10 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Concord Wealth Partners first reported a position in BE in Q2 2021 and has held it in 6 quarters since. The position peaked at $23.5K in Q2 2026. 823 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Concord Wealth Partners held 10 shares of Bloom Energy worth $2.77K as of Q3 2026.
  • Concord Wealth Partners sold 68 Bloom Energy shares in Q3 2026, an estimated $16.1K.
  • Bloom Energy made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #685 holding.
  • Concord Wealth Partners first reported a position in Bloom Energy in Q2 2021 and has held it in 6 quarters since.
  • Concord Wealth Partners's Bloom Energy position peaked at $23.5K in Q2 2026.
  • 823 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.